Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (3568)	5/5/2005 11:00:59 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 3813

RE: "Would you be kind enough to read leggmason.com pp. 24-25 and comment please?" Pages 24-25 are the Mattson report. Pages 26-27 are the Novellus report. I read the Mattson report and wondered why you asked. I concluded that it is a very poor quality report and that I would not pay much attention to its author or LeggMason. Then I noticed that the following pages were about NVLS. I read the NVLS report and I was glad I had read the previous one. I had no bias about Mattson, but I can't say the same about NVLS. I didn't think much of the Novellus report. I will cite an instance where he says CMP affected NVLS earnings when the company said it only affected margins.